Purchases and Sales Made in Q2 2023 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q2 2023. The information is specifically focused on institutions that hold shares of VANGUARD INTERMEDIATE-TERM TRE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.59K+ 207.35% |
$445K - $460K
|
11.3K
$656K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.59K+ 80.0% |
$445K - $460K
|
17.1K
$995K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.51K+ 91.01% |
$440K - $455K
|
15.8K
$919K
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
6.76K+ 13.79% |
$396K - $410K
|
55.8K
$3.25M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6.59KNew |
$386K - $400K
|
6.59K
$384K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.3K+ 8.74% |
$369K - $382K
|
78.4K
$4.57M
|
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
6.15KNew |
$361K - $373K
|
6.15K
$359K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
6.06K+ 33.66% |
$355K - $368K
|
24.1K
$1.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
6.01KNew |
$352K - $364K
|
6.01K
$350K
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
5.8K+ 3.19% |
$340K - $352K
|
188K
$11M
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
5.73K+ 3.21% |
$336K - $348K
|
185K
$10.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.57K+ 43.02% |
$326K - $338K
|
18.5K
$1.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
5.56K+ 5.97% |
$326K - $337K
|
98.6K
$5.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5.28K+ 10.79% |
$310K - $320K
|
54.2K
$3.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
5.24K+ 85.88% |
$307K - $318K
|
11.3K
$661K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
5.2KNew |
$304K - $315K
|
5.2K
$303K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.17K+ 22.36% |
$303K - $314K
|
28.3K
$1.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.15K+ 32.05% |
$302K - $312K
|
21.2K
$1.24M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.08K+ 48.44% |
$297K - $308K
|
15.6K
$907K
|
|
|
Aug 08, 2023
Q2 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
5.03KNew |
$295K - $305K
|
5.03K
$293K
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
5K+ 29.34% |
$293K - $303K
|
22K
$1.28M
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
4.79KNew |
$281K - $291K
|
4.79K
$279K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.78KNew |
$280K - $290K
|
4.78K
$279K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
4.77K+ 6.06% |
$280K - $289K
|
83.5K
$4.87M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.66K+ 3.98% |
$273K - $283K
|
122K
$7.09M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.58KNew |
$268K - $278K
|
4.58K
$267K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.36K+ 2.71% |
$255K - $264K
|
165K
$9.61M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
4.28K+ 10.19% |
$251K - $260K
|
46.3K
$2.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
4.24KNew |
$248K - $257K
|
4.24K
$247K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
4.18K+ 3.77% |
$245K - $254K
|
115K
$6.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
4.18K+ 4.19% |
$245K - $253K
|
104K
$6.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.96K+ 24.37% |
$232K - $240K
|
20.2K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.91K+ 2.73% |
$229K - $237K
|
147K
$8.58M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.86K+ 16.44% |
$226K - $234K
|
27.4K
$1.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
3.86KNew |
$226K - $234K
|
3.86K
$225K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
3.83K+ 84.58% |
$224K - $232K
|
8.36K
$487K
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
3.79K+ 1.26% |
$222K - $230K
|
305K
$17.8M
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
3.79KNew |
$222K - $230K
|
3.79K
$221K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.78KNew |
$221K - $229K
|
3.78K
$220K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.77K+ 10.18% |
$221K - $229K
|
40.8K
$2.38M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
3.74KNew |
$219K - $227K
|
3.74K
$218K
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
3.72K+ 6.7% |
$218K - $226K
|
59.3K
$3.45M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.61KNew |
$212K - $219K
|
3.61K
$211K
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
3.59KNew |
$210K - $218K
|
3.59K
$209K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.56K+ 2158.18% |
$209K - $216K
|
3.73K
$217K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
3.54K+ 10.33% |
$207K - $215K
|
37.8K
$2.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.42KNew |
$201K - $208K
|
3.42K
$200K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
3.37K+ 4486.67% |
$197K - $204K
|
3.44K
$201K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.32K+ 9.76% |
$195K - $201K
|
37.4K
$2.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.28K+ 7.36% |
$192K - $199K
|
47.8K
$2.79M
|